RE:RE:It's done. It's now! All the past doesn't matter.Hey Pandora,
Look this event starting tomorrow has been in the work for a while now. Edgewater Wireless is listed as a tech contributor. Wifi6 has just been launched. I mean the Wifi6 certified program. And when you read the technical behind it specially when it comes to OFDMA, the spectrum slicing and the ability to split a single radio channel is a technology owned and patented by YFI. It is on paper it is a fact. So what happened in the past 2 years and specially in London last year is that the company needed to demonstrate and show their work inside the upramp program and demonstrate it. THE IEEE recognized the interference program (1), the WIFI Alliance Launched WIFI 6 (2), The Wifi alliance recognized the tech of YFI (3) and now the whole industry is lining up behind this new wifi standard. For a company and/or any business to get this type of recognition is extremly hard in this space. If they didn't have anything real they would have disapeared long time ago.
My point is that (for a fact) deploying this a the scale that they are aiming for requires lots of time and patience and support from big players. Their Licensing platform just launched. I would imagine the timing is done on purposes because it is now that deals should start getting announced. Everything before now didn't matter since the WIFI 6 standards were not announced.
My concern is about the structure of these deals. Licensing has extremly huge margins but they are in the game with sharks. So we will see.
Last point, they canceled the second tranch of the PP last time stating a change in business plans. If this is the case it is an indirect message that revenu is flowing in. I would expect a bad Q4 but I think starting next quarter revenues should start showing. It is a long term play UNLESS and what I would expect is an exit for the company at the right price.
Anyway, this is my opinion. I am invested and losing money on this for now (0.2$ average) but whatever it is what it is. Not gonna take the chance to sell and sleep knowing that maybe in the morning one day a single press release or halt will make me regret this.
Anyway cheers to all... Entertaining and weird board haha